For fundraising ops: capture ad form leads into contacts

Head of operations sees ad respondents drop from contact lists, causing missed donor outreach. This imports ad respondents into your contact database so outreach teams start cultivation within minutes.

Overview

Ad respondents that never reach your contact database create gaps in donor cultivation and stalled outreach. This workflow turns every ad form submission into a standardized contact and notifies outreach immediately, so response times drop dramatically and no leads fall through the cracks.

Notable Features

Create standardized contact records
Format phone and email fields
Notify outreach when lead arrives